• Client Intake Form

    Client Intake Form

    Please complete the following intake questions to help us better understand your needs, goals, and priorities.
  • Today's Date*
     - -

  • Client Contact Information

    Please provide your current contact information below.
  • Format: (000) 000-0000.

  • Household Information

     

  • Pet Safety Notice


    For safety purposes, clients are responsible for securing or managing pets that may interfere with services or display aggressive behavior during scheduled visits.

  • Project Information

    This section helps us better understand your space, priorities, and organizational needs.
  • Areas of Focus Select all that apply*
  • Organization Goals & Challenges Select all that apply*
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  • Desired Outcomes & Organizational Goals

    Share what success looks like for you so we can create systems that support your lifestyle and goals.

  • Desired Benefits & Outcomes

    Help us understand what success looks like for you.
  • Select all that apply*

  • Current Systems & Daily Routines

    This section helps us understand your current routines, habits, and organization methods so we can recommend systems that better support your lifestyle.

  • Organizational Preferences & Support Needs

    Help us understand any preferences, sensitivities, or support needs that may help create a more comfortable and effective organizing experience.
  • Learning Style - How do you learn best? (Select one):
  • Are there any challenges, perferences, or support needs you would like us to be aware of?

  • Aesthetic Preferences

    Help us understand your style preferences so we can create systems that feel functional and visually comfortable for you.

  • Home Environment & Safety Considerations

    Please let us know about any environmental concerns or sensitive situations we should be aware of before scheduled visits.
  • Home Environment & Safety Considerations (Select all that apply):*

  • Service & Safety Notice

    Additional fees may apply for environments requiring specialized safety precautions or pest-related handling.

  • Decluttering & Disposal Preferences

    This section helps us understand your comfort level with decluttering, decision-making preferences, and how you would like unwanted items handled during the organizing process.
  • How would you prefer unwanted items to be handled? (Select all that apply)*
  • Are you interested in resale services?*

  • Scheduling

    Help us understand your preferred scheduling availability and project timeline.

  • Budget & Project Resources

  • Project Expectations

    Services are billed hourly with a 3-hour minimum session. Project pace and completion time vary based on client participation, decision-making, and the amount of decluttering involved. Active participation often helps projects move more efficiently. Additional service details are provided at the end of this form.

  • Are you planning to purchase new storage products or use existing items if possible? (Check one)*

  • Additional Support Services (optional)

    Please let us know if you anticipate using any additional outside services during this project.
  • Additional Support Services (optional)

  • Magic Moment

    Let’s identify the spaces or systems that would make the biggest positive impact in your daily life.

  • At Solutions by Sherri, every project moves at the client’s pace. Services are billed hourly because no two clients work the same way. Some clients are very hands-on and quick to make decisions, while others may need additional time — and that’s perfectly okay.

    Your level of involvement in decluttering and decision-making will help determine the pace of progress. Once we identify what you’d like to keep and what can be released, I can step in and work my magic — creating organized, functional, and peaceful spaces that support your lifestyle.

  • Questions Before Your Consultation?


    If you need assistance completing this form or have questions before your consultation, feel free to reach out.

    📞 843-333-8291
    ✉️ SolutionsbySherri@gmail.com
    🌐 SolutionsbySherri.com

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